Nvidia’s Jensen Huang insists the chip boom won’t crash anytime soon—this time, it’s not a bubble, but a revolution. AI is forcing an industrial-scale buildout of computing infrastructure, requiring the industry to grow five to ten times larger over the next decade. Hyperscalers are pouring hundreds of billions into AI hardware, even turning to debt to fund it, as cash flow alone can’t keep up. Huang sees customer borrowing as a sign of a new era, not a red flag—AI is already boosting productivity and profitability. While he admits a downturn is inevitable, he believes the current bottlenecks on chips, land, and labor are actually beneficial, slowing growth just enough to let the industry scale responsibly.
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